Job / Sales Order Management

Do your jobs or sales orders go through more than one set of processes? Do you often find yourself overwhelmed with information?

With Zigaflow, you can create one main set of statuses in the module with the ability to split these into independent workflows, which allows you to move a job into a specific workflow and view each independently.

Nobody likes a cluttered job schedule. With Zigaflow’s drag-and-drop calendar interface, you are able to move around jobs and reassign them quickly and easily. You can also choose what information is displayed within the calendar so you can make decisions around planning without the usual hassle.

Sometimes what you forecast at the point of preparing a quotation may differ from what has actually happened. You can see the forecast and actual profit on each job, so you can monitor this closely.

By simply changing the status of a job/sales order, you can automatically update a customer on the progress—a fantastic way to cut down on the time taken for phone calls and emails, and a way to let your customer know they haven’t been forgotten!

Create an eForm to request additional information or to get approval from the client. Once completed, that information is then added automatically to the job and progressed to the next step.

By creating your own custom statuses, you can keep track and be constantly in the loop when it comes to how each job is progressing. Any members of your team related to a job are also notified by email when a status is updated so you never miss a beat.